Kades & Cheifetz LLC SCHG Holdings History
Kades & Cheifetz LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-12-31, Kades & Cheifetz LLC held 86,798.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $2.42 Mil. This investment constitutes 1.24% of their stock portfolio, and Kades & Cheifetz LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then Kades & Cheifetz LLC has made 2 purchases of SCHG, at an average price of $37.58, for a total of 93,425.00 shares. In addition, there have been 6 sales at an average price of $73.21 for 6,627.00 shares. Based on historical transaction data and SCHG's current price of $29.82, Kades & Cheifetz LLC's estimated gain on his SCHG holdings is $-437,436.26, reflecting a -12.46% gain to date.
Kades & Cheifetz LLC SCHG ($29.82) Holding Chart
Kades & Cheifetz LLC SCHG ($29.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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